PRICING
Choose a plan by customer account count. Every plan includes unlimited users and AI usage, with no separate AI credits.
30-day free trial · Up to 50 customer accounts · No credit card required
Start with your customer baseYOUR EVALUATION
Evaluate the core platform before choosing a paid plan.
Annual totals are billed yearly. Monthly equivalents are shown for comparison.
For growing post-sales teams
Equivalent to $74.92/month
Up to 100 customer accounts
Start free trialFor scaling post-sales teams
Equivalent to $166.58/month
Up to 250 customer accounts
Start free trialFor larger post-sales teams
Equivalent to $291.58/month
Up to 500 customer accounts
Start free trialFor requirements beyond the listed plans
A plan for your customer base
500+ customer accounts
Contact the teamPrices in USD. Review applicable taxes and purchase terms before subscribing.
Explore connected context, account priorities, and relevant workflows. No credit card required.
QUESTIONS ABOUT EVALUATION
Understand the trial, account allowance, and billing period before choosing a plan.
Start with 30 days of access to core features for up to 50 customer accounts. No credit card is required. Use the trial to evaluate the customer context, recommendations, and workflows relevant to your team.
Plans are based on the number of customer accounts you manage. Every plan includes unlimited users and AI usage, with no user-seat limits or separate AI credits.
Agent Caleb pauses until you subscribe to a paid plan. Customer data remains available according to the applicable service terms. Contact the team if you have questions about your workspace access or data.
We notify you and automatically move your workspace to the next applicable plan from the following month. Your plan and charges do not change in the month you exceed the allowance. For example, if your Business workspace grows from 250 to 300 accounts, you stay on Business for the current month and move to Enterprise from the next month.
No. Every plan includes unlimited users and AI usage. There are no user-seat limits or separate AI credits.
An annual plan is billed as the full yearly total shown. The equivalent monthly figure helps compare the annual cost with monthly billing; it is not a monthly payment schedule.
There is no setup fee. Onboarding help and data import assistance are included. Discuss your systems and requirements with the team when getting started.
If you need more than 500 customer accounts, contact the team to discuss Custom Enterprise and an allowance that fits your customer base.
TAKE A CLOSER LOOK
Start the trial or ask us to walk through the plan and workflows that fit your customer base.
30 days · Up to 50 customer accounts · No credit card required